Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.8B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1
+$489M
2
+$227M
3
+$152M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$106M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$106M

Top Sells

1
+$181M
2
+$125M
3
+$107M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$84.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$61.7M

Sector Composition

1 Technology 13.49%
2 Financials 7.61%
3 Healthcare 6.42%
4 Industrials 6.21%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$511K ﹤0.01%
11,919
+5,611
1952
$510K ﹤0.01%
4,678
-2,519
1953
$510K ﹤0.01%
2,625
+222
1954
$509K ﹤0.01%
39,406
-30,132
1955
$508K ﹤0.01%
33,629
+2
1956
$507K ﹤0.01%
78,884
+2,369
1957
$506K ﹤0.01%
7,784
+2,028
1958
$506K ﹤0.01%
13,343
+834
1959
$505K ﹤0.01%
+32,196
1960
$505K ﹤0.01%
8,593
+120
1961
$505K ﹤0.01%
38,042
-676
1962
$503K ﹤0.01%
20,906
-370,360
1963
$502K ﹤0.01%
12,884
1964
$502K ﹤0.01%
6,310
+605
1965
$502K ﹤0.01%
8,286
-369
1966
$501K ﹤0.01%
3,914
-10,782
1967
$500K ﹤0.01%
53,329
+1,625
1968
$500K ﹤0.01%
11,466
-463
1969
$500K ﹤0.01%
+7,937
1970
$500K ﹤0.01%
11,434
-103
1971
$499K ﹤0.01%
6,506
-347
1972
$498K ﹤0.01%
11,775
-23,812
1973
$498K ﹤0.01%
5,661
-205
1974
$497K ﹤0.01%
11,930
+1,442
1975
$495K ﹤0.01%
15,861
+6,944
77 78
79
80 81